3G Sahana Capital Management LP Buys Marsh & McLennan Inc, Sells Fox Corp, Altice USA Inc

Nov 17, 2020

Investment company 3G Sahana Capital Management LP (Current Portfolio) buys Marsh & McLennan Inc, sells Fox Corp, Altice USA Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, 3G Sahana Capital Management LP. As of 2020Q3, 3G Sahana Capital Management LP owns 7 stocks with a total value of $730 million. These are the details of the buys and sells.

Added Positions: WAB, FOXA, MMC, LBRDA,
Reduced Positions: CMCSA, CHTR, MSFT,
Sold Out: FOX, ATUS,

For the details of 3G Sahana Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/3g+sahana+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of 3G Sahana Capital Management LP

Comcast Corp (CMCSA) - 5,055,826 shares, 32.02% of the total portfolio. Shares reduced by 10.49%
Westinghouse Air Brake Technologies Corp (WAB) - 3,165,618 shares, 26.82% of the total portfolio. Shares added by 10.55%
Fox Corp (FOXA) - 3,605,861 shares, 13.74% of the total portfolio. Shares added by 15.31%
Charter Communications Inc (CHTR) - 125,958 shares, 10.77% of the total portfolio. Shares reduced by 10.4%
Microsoft Corp (MSFT) - 342,715 shares, 9.87% of the total portfolio. Shares reduced by 4.86%

Added: Marsh & McLennan Companies Inc (MMC)

3G Sahana Capital Management LP added to a holding in Marsh & McLennan Companies Inc by 42.29%. The purchase prices were between $107.35 and $118.91, with an estimated average price of $114.5. The stock is now traded at around $115.66. The impact to a portfolio due to this purchase was 1.55%. The holding were 333,078 shares as of .

Sold Out: Fox Corp (FOX)

3G Sahana Capital Management LP sold out a holding in Fox Corp. The sale prices were between $24.46 and $29.46, with an estimated average price of $26.55.

Sold Out: Altice USA Inc (ATUS)

3G Sahana Capital Management LP sold out a holding in Altice USA Inc. The sale prices were between $23.22 and $28.65, with an estimated average price of $25.94.

Here is the complete portfolio of 3G Sahana Capital Management LP. Also check out:

1. 3G Sahana Capital Management LP's Undervalued Stocks
2. 3G Sahana Capital Management LP's Top Growth Companies, and
3. 3G Sahana Capital Management LP's High Yield stocks
4. Stocks that 3G Sahana Capital Management LP keeps buying

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.